All Episodes

Nonprofits: Take Care Not to Double-dip on Federal Funding
Episode 25 August 3, 2022 Host: Jean GIlbert, Partner, Managed Accounting Services

Nonprofits: Take Care Not to Double-dip on Federal Funding

If your nonprofit organization received PPP funds and Employee Retention Credits, and you have a NICRA, you’ll need to take special care when you’re applying for your 2020 and 2021 final rates not to double-dip on your federal funds. Jean Gilbert is a partner in the Managed Accounting Services Department in Marcum’s Washington, DC office.

Senior Living: Post-Pandemic Trends
Episode 24 July 27, 2022 Host: John Klenner, Partner, Assurance Services

Senior Living: Post-Pandemic Trends

New and improved designs that prioritize wellness and community while limiting the spread of transmissible diseases are slowly transforming living spaces for older adults. This revolution is improving the lives of millions of residents in senior living facilities. Assurance Partner John Klenner leads Marcum’s Healthcare Industry practice in the New York City Region.

Deal Flow in the Legal Cannabis Industry
Episode 23 July 20, 2022 Host: Kellan McConnell, Partner, Assurance Services

Deal Flow in the Legal Cannabis Industry

Poor financials and recordkeeping can severely delay or even prevent deals from happening. Being in a position to act quickly to seize an opportunity is absolutely crucial.

The Business Case for Diversity, Equity & Inclusion
Episode 22 July 13, 2022 Host: Rachael Gibson, Director, Diversity, Equity & Inclusion, Marcum LLP

The Business Case for Diversity, Equity & Inclusion

This generation has very high expectations for the companies they work for. They’re interested in a company’s values, the diversity of senior leadership, and their ability to be their authentic selves at work.

Defining Fair Market Value in Healthcare Agreements
Episode 21 July 6, 2022 Host: David Glusman, Partner, Advisory Services

Defining Fair Market Value in Healthcare Agreements

Regulations require that contractual arrangements between healthcare businesses that refer patients to each other are at fair market value.

Planning for Sustainable, Profitable Growth
Episode 20 June 29, 2022 Host: Buu-Linh Tran, Vice President of Financial Solutions, Marcum Technology

Planning for Sustainable, Profitable Growth

An organization’s ability to deliver sustainable, profitable growth depends on the strength of its plan.  A strong planning strategy begins with  developing a budget, including a thorough review of revenues, expenses and cash flow for the coming year.

The Importance of Tracking Reductions from Gross Sales to Net Sales
Episode 19 June 22, 2022 Host: Louis Biscotti, National Food & Beverage Services Leader

The Importance of Tracking Reductions from Gross Sales to Net Sales

It is very important for food and beverage companies to track all reductions from gross sales to net sales, because these amounts may require analysis for future management planning.

The Importance of Tracking Product Profitability
Episode 18 June 15, 2022 Host: Louis Biscotti, National Food & Beverage Services Leader

The Importance of Tracking Product Profitability

Lou discusses the importance of tracking product profitability analysis to measure the contribution margin for each product you carry.

Investing in Opportunity Zone Funds
Episode 17 June 8, 2022 Host: Michael McKeown, Chief Investment Officer, Marcum Wealth

Investing in Opportunity Zone Funds

The project you invest in needs to stand on its own merits, with the tax benefit as a bonus. Opportunity zones provide a great way to jump start a private real estate investment program and provide a strong social impact.